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Please watch this video describing the changes and new features. Any questions, feedback, or help requests are welcome through Customer Support.
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Menu Panel (Left Panel) Overview
Sections
The left panel Menu Panel contains three collapsible sections: your lists, custom queues, and workflow statuses.
The Lists section includes contains four default lists: Prioritized Alerts, your Calendar, Open Leads, and Unassigned Leads.
The Queues section contains all of your custom queues. The default view shows only those custom queues containing leads. Placing a check in the All box will make all custom queues visible whether or not they contain any leads. If the Workflow Type (at the top of the sidebar) is changed to Partners, only active partners will be visible in this section.
The Workflows section contains all of your workflow statuses. Your admin can change the background color of the workflow name icon as well as the font type/color. If the Workflow Type (at the top of the sidebar) is changed to Partners, only workflows related to active partners will be visible in this section.
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Several settings are available for viewing the sidebarMenu Panel. You can set the sidebar panel to start out and remain expanded, or to be collapsed. If the sidebar panel is collapsed, hovering over it allows you to view the options. Clicking the arrow at the top right of the sidebar Menu Panel will cause it to stay open.
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Record
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List (
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Center Panel) Overview
You may view information in the right Record List section (center panel) in two ways: List View and Card View. The List View allows you to expand the view and see information across the screen.
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New Leads Displayed in the Record List Section
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Record Details (Right Panel
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) Overview
The details of a selected lead are displayed in the Record Details section. This includes the Lead History, Notes, Call Activity, Assignments, and extensive information in the Contact Form. Additionally, the Action Tools allow you to perform a variety of actions.
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New Features
Several new features are available in the new inFlow 2.0 interface.
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Default inFlow Workflow Type
The options have changed from Borrowers and Partner, to Applications and Partner.
Default Home Page
inFlow 2.0 has replaced inFlow (Classic) as an option.
User Interface
New users will only be able to select the New (2.0)view. The Classic view will not be available after 12/31/2024. All users will then use the New (2.0) view.
Default List or Status
You can choose what list or status you would like to be opened by default in the Record List section (center panel) when you access inFlow.
Contact Form Default
You can choose to have the Contact Form be open or closed by default when you access inFlow.
inFlow Tables Font
You can choose the font type, size, and color for the tables in inFlow.